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← CALIFORNIA STATE UNIVERSITY STANISLAUS FOUNDAITON

Form 990 for tax year 2022

Filed by CALIFORNIA STATE UNIVERSITY STANISLAUS FOUNDAITON.

Totals

Total revenue
$1,503,673
Total expenses
$1,921,689
Contributions and grants received
$1,151,361
Grants paid
$877,285
Program service revenue
$390,322
Investment income
-$74,406
Other revenue
$36,396
Total assets, end of year
$27,253,095
Total liabilities, end of year
$279,562
Net assets or fund balances, end of year
$26,973,533
Program services expenses (Part IX)
$1,213,417
Management and general expenses
$708,272
Fundraising expenses
$0
Program service expenses (Part III)
$1,213,417

Program services were 63.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $2,711

  • 1d · Related organizations

    $41,000

  • 1f · All other contributions, gifts and grants

    $1,107,650

  • 1g · Noncash contributions included above

    $190,237

  • 2a · Program service revenue: OTHER PROGRAM REVENUE

    total $390,322 · related or exempt $390,322

  • 3 · Investment income

    total $436,249 · excluded $436,249

  • 7a · Gross sales of assets other than inventory

    securities $6,903,382

  • 7b · Less cost or other basis and sales expenses

    securities $7,414,037

  • 7c · Gain or loss

    securities -$510,655

  • 7d · Net gain or loss

    total -$510,655 · excluded -$510,655

  • 8a · Fundraising events: gross income

    $91,651

  • 8a · Fundraising events: contributions included on line 1c

    $2,711

  • 8b · Fundraising events: direct expenses

    $55,255

  • 8c · Net income from fundraising events

    total $36,396 · excluded $36,396

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $877,285 · program services $877,285

  • 7 · Other salaries and wages

    total $23,916 · program services $23,761 · management and general $155

  • 11a · Fees: management

    total $202,572 · management and general $202,572

  • 11c · Fees: accounting

    total $153,441 · management and general $153,441

  • 11f · Fees: investment management

    total $105,062 · management and general $105,062

  • 11g · Fees: other

    total $218,818 · program services $6,849 · management and general $211,969

  • 12 · Advertising and promotion

    total $3,667 · program services $3,667

  • 13 · Office expenses

    total $109,670 · program services $109,331 · management and general $339

  • 14 · Information technology

    total $16,238 · management and general $16,238

  • 16 · Occupancy

    total $9,275 · program services $9,275

  • 17 · Travel

    total $37,635 · program services $37,635

  • 23 · Insurance

    total $6,317 · program services $341 · management and general $5,976

  • 24a · Other expenses: HOSPITALITY

    total $57,897 · program services $49,391 · management and general $8,506

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $50,152 · program services $49,544 · management and general $608

  • 24c · Other expenses: PROFESSIONAL DEVELOPMEN

    total $19,146 · program services $19,146 · management and general $0

  • 24d · Other expenses: MEMBERSHIP & DUES

    total $14,429 · program services $13,098 · management and general $1,331

  • 24e · All other expenses

    total $16,169 · program services $14,094 · management and general $2,075

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $845,738 · end of year $669,719

  • 2 · Savings and temporary cash investments

    beginning of year $5,904,328 · end of year $6,566,470

  • 3 · Pledges and grants receivable

    beginning of year $2,776,456 · end of year $1,908,334

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,625 · end of year $6,986

  • 11 · Investments: publicly traded securities

    beginning of year $11,704,285 · end of year $13,533,311

  • 12 · Investments: other securities

    beginning of year $4,488,742 · end of year $4,336,997

  • 15 · Other assets

    beginning of year $411,877 · end of year $231,278

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,757 · end of year $50,361

  • 19 · Deferred revenue

    beginning of year $195,000 · end of year $70,000

  • 25 · Other liabilities

    beginning of year $176,473 · end of year $159,201

  • 27 · Net assets without donor restrictions

    beginning of year $3,479,730 · end of year $3,585,081

  • 28 · Net assets with donor restrictions

    beginning of year $22,280,091 · end of year $23,388,452

Mission and programs · 2022

Mission

TO PROMOTE ACADEMIC EXCELLENCE THROUGH THE FACILITATION OF PHILANTHROPY AND EXTERNAL SUPPORT. IN ADDITION, THE FOUNDATION SUPPORTS THE FACULTY AND ADMINISTRATION IN THE DEVELOPMENT OF NEW AND INNOVATIVE PROGRAMS.

Activities or mission (Part I)

TO ACHIEVE UNIVERSITY EXCELLENCE THROUGH PHILANTHROPY AND EXTERNAL SUPPORT.

  • ADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY, STANISLAUS IN ACHIEVING EDUCATION EXCELLENCE.

    Expenses $1,213,417 · Grants $877,285 · Revenue $390,322

As filed on the 2022 return.

Listed in Part VII

  • DR ELLEN JUNN

    CHAIRPERSON

    Total calculated
    $514,026
    From this org
    $0
    From related orgs
    $464,717
    Other
    $49,309
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $402,713 related
    Bonus
    $0
    Other
    $0 + $62,004 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $22,309 related
    Filer's total
    $0 + $514,026 related

  • DR MICHELE LAHTI

    EXECUTIVE DIRECTOR

    Total calculated
    $239,158
    From this org
    $0
    From related orgs
    $226,594
    Other
    $12,564
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,594 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,564 related
    Filer's total
    $0 + $239,158 related

  • ROSE MCAULIFFE

    TREASURER

    Total calculated
    $127,904
    From this org
    $0
    From related orgs
    $122,509
    Other
    $5,395
    Hours/week
    1 + 40 related

  • JOHN JACINTO

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • EDWIN RIZO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NORIK NARAGHI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • YILI LIAN

    DIRECTOR - AUDIT COMMITTEE ADVISOR

    Total calculated
    $170,623
    From this org
    $0
    From related orgs
    $159,606
    Other
    $11,017
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,606 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,017 related
    Filer's total
    $0 + $170,623 related

  • STEPHEN GEMPERLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MANMEET GREWAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD RONTEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DOROTHY BIZZINI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT TRIEBSCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ADRIAN HARRELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • OSCAR CABELLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL IRELAND JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW SWANSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DESTINY SUAREZ

    DIRECTOR-STUDENT REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1

  • GEORGE SAVAGE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAL SUNDAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARLENE STANTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BOBBY ISMAIL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANN STRAHM

    DIRECTOR - FACULTY REPRESENTATIVE

    Total calculated
    $144,116
    From this org
    $0
    From related orgs
    $137,846
    Other
    $6,270
    Hours/week
    1 + 40 related

  • RYAN FITZPATRICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM VIEIRA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JACOB WEIGEL

    DIRECTOR - FACULTY REPRESENTATIVE

    Total calculated
    $132,700
    From this org
    $0
    From related orgs
    $121,308
    Other
    $11,392
    Hours/week
    1 + 40 related

  • AARON VALENCIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GEORGE PETRULAKIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AARON ALLAIRE

    DIRECTOR -ATHLETICS REPRESENTATIVE

    Total calculated
    $160,509
    From this org
    $0
    From related orgs
    $147,638
    Other
    $12,871
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,638 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,871 related
    Filer's total
    $0 + $160,509 related

  • MARY HARTSFIELD

    ASSISTANT EXECUTIVE DIRECTOR

    Total calculated
    $140,841
    From this org
    $0
    From related orgs
    $132,904
    Other
    $7,937
    Hours/week
    1 + 40 related

  • JUSTINE BORBA

    ASSISTANT CORPORATE SECRETARY

    Total calculated
    $79,750
    From this org
    $0
    From related orgs
    $72,174
    Other
    $7,576
    Hours/week
    4 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
CALIFORNIA STATE UNIVERSITY, STANISLAUS FOUNDATION DOES NOT HAVE ANY EMPLOYEES. CALIFORNIA STATE UNIVERSITY, STANISLAUS, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. CALIFORNIA STATE UNIVERSITY, STANISLAUS HAS A FORMAL COMPENSATION REVIEW POLICY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUST (1)

    T · CHARITABLE TRUST · CA

Provenance

Return type
form_990
Tax year
2022
Filed
11 December 2023
IRS schema version
2022v5.0
Source object
202440379349301634

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